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Sunbelt Securities’s J.M. Smucker SJM Stock Holding History

Sunbelt Securities’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.45K Buy
15
+14
+1,400% +$1.47K ﹤0.01% 2009
2025
Q4 		$98 Sell
1
-13
-93% -$1.34K ﹤0.01% 2549
2025
Q3 		$1.52K Buy
14
+12
+600% +$1.3K ﹤0.01% 1943
2025
Q2 		$220 Hold
2
– – ﹤0.01% 1745
2025
Q1 		$237 Hold
2
– – ﹤0.01% 1736
2024
Q4 		$220 Hold
2
– – ﹤0.01% 1749
2024
Q3 		$242 Sell
2
-217
-99% -$25.6K ﹤0.01% 1779
2024
Q2 		$23.9K Buy
219
+2
+0.9% +$226 ﹤0.01% 1084
2024
Q1 		$27.4K Buy
217
+2
+0.9% +$253 ﹤0.01% 1021
2023
Q4 		$27.2K Buy
215
+2
+0.9% +$232 ﹤0.01% 951
2023
Q3 		$26.2K Sell
213
-1
-0.5% -$142 ﹤0.01% 947
2023
Q2 		$31.6K Buy
214
+2
+0.9% +$305 ﹤0.01% 900
2023
Q1 		$33.5K Buy
+212
New +$32.2K 0.01% 825
2020
Q1 		– Sell
-2,318
Closed -$241K – 609
2019
Q4 		$241K Sell
2,318
-64
-3% -$6.77K 0.03% 492
2019
Q3 		$261K Buy
+2,382
New +$265K 0.03% 454

Other funds holding SJM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sunbelt Securities's SJM Position: Q1 2026 in Review

Sunbelt Securities increased its J.M. Smucker (SJM) stake by 1,400% in Q1 2026, buying an estimated $1.47K and bringing the position to 15 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2009.

Sunbelt Securities first reported a position in SJM in Q3 2019 and has held it in 15 quarters since. The position peaked at $261K in Q3 2019. 820 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Sunbelt Securities held 15 shares of J.M. Smucker worth $1.45K as of Q1 2026.
  • Sunbelt Securities bought 14 J.M. Smucker shares in Q1 2026, an estimated $1.47K.
  • J.M. Smucker made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2009 holding.
  • Sunbelt Securities first reported a position in J.M. Smucker in Q3 2019 and has held it in 15 quarters since.
  • Sunbelt Securities's J.M. Smucker position peaked at $261K in Q3 2019.
  • 820 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.